Fund summary

BeFrank’s portfolio comprises investment funds associated with the Passive, Active and Sustainable Lifecycles. For each lifecycle, we have selected a manageable range of funds from reputable fund houses. These funds are distributed across various regions and categories. When it comes to investing, we always strive to create the best balance between risk and return. Below are the funds for each lifecycle. You can find the current prices on the fund providers’ websites.

Below are the funds for each lifecycle. You can find the current prices on the fund providers’ websites. For more information about the funds read our investment brochure.

Passive Lifecycle funds

• BeFrank First Class Return Index Fund 
• Hybrid Index Fund
• Liability Matching Fund (M)
• Liability Matching Fund (L)
• Liability Matching Fund (XL)
• Liability Matching Fund (XXL)

Active Lifecycle funds

• BeFrank First Class Return Fund 
• Hybrid Fund
• Liability Matching Fund (M)
• Liability Matching Fund (L)
• Liability Matching Fund (XL)
• Liability Matching Fund (XXL)

Sustainable Lifecycle funds

• First Class Sustainable Return Fund
• Triodos Euro Bond Impact Fund
• Liability Matching Fund (M)
• Liability Matching Fund (L)
• Liability Matching Fund (XL)
• Liability Matching Fund (XXL)

DIY Investing funds

Participants who invest with us through Do It Yourself investing can choose from a wide range of funds at renowned fund houses such as Blackrock, Schroders and Northern Trust. You can find these funds on the participant’s personal pension page.